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Simply put, clients are customers.

All clients belong to a Client Group which is specified during account creation, or when editing a client. Each company has a "General" client group by default, and new clients are placed in this group automatically if not specified differently. As a result, creating a client group is not necessary to add a client, unless the client should be categorized differently or have unique settings that vary from the General group. Company > Client Groups have settings that make themselves unique from one another.

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To view or return to a client's profile page click [Clients] to browse and sort a list of clients, then click the client's ID under the Client ID column or search for the client using the search field. All actions related to a client can be performed from the client profile. It is perhaps the most commonly used page within Blesta.

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The client's profile is broken into two primary sections. On the left is the client overview pane, followed by the account actions list. On the right is a list of all widgets set to display in this section. This includes, at minimum, Invoices, Transactions, and Services. You can sort these widgets by clicking the widget heading and dragging it up or down the list of widgets. You may also minimize a widget by clicking the arrow icon in the upper right of the widget heading. The state of all widgets are saved across all client profile pages for the company you are currently logged into.